Insightly Overview

Insightly Inc
United States
Insightly is a modern, scalable customer relationship management software for businesses of all sizes. Connecting with customers and creating exceptional experiences is accessible with the Insightly online CRM tool. The CRM system facilitates marketing automation, lead management, and project management allowing businesses to become efficient in CRM strategies. The software is easily customizable and is designed with robust security. Real-time insights and support for mobile apps allow users to track customer interactions on the go. This easy-to-use CRM software is available in 3 plans - plus, professional, and enterprise. The software offers a free trial.
  • Accounting
  • Logistics & Supply Chain
  • Marketing & Advertising
  • English

Insightly Core Features

CRM Features
  • Calendar & Task
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation
Marketing Automation Features
  • Analytics/ROI Tracking
  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
  • Social Marketing
Project Management Features
  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Portfolio Management
  • Project Planning
  • Reporting and Forecasting
  • Workflow Management

Insightly Pricing

Pricing Type
Flat Rate
Free Version
Payment Frequency
Monthly Payment, Annual Subscription
Vendor pricing page
14 Days Trial
Plans & Packages
$29 Per Month

Insightly Reviews

4.3 (7 Reviews)

Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.

6 months ago
Amazing marketing tool, I’ve just started using this software and I am finding it to be pretty user-friendly. It works for me perfectly. It is not only perfect but the best for marketing automation. I am able to do multiple things needed for my business.
I have used this software for
7 Months
I use this software
Pros :
  • Easy to use and saves time and gives way cool results.
  • Lots of options to help you with marketing campaigns.
  • It was nice to not stress about creating something so simple.
Cons :
  • I think it will be better if more easy integration is provided.
Features Used
  • Marketing Automation
  • Project Management
Switched From :
Also Considered :
Integrated with :
  • Ease of use
  • Features & functionality
  • Customer support
  • Value for money
  • Integrations
  • On-boarding
  • Overall ratings
8 User Score
User Recommendation Score

Insightly has increased productivity of our organization as a whole

Valerie Barnett
9 months ago

In our company PleasingCare, we use Insightly as our CRM software. This user-friendly platform has been a part of our team for three years. It is the best tool yet that aided us in data organization and accomplishing distinct tasks and workflows that, in turn, led to increased productivity of our organization as a whole. And by using it daily to secure accuracy in the work, we have come to observe the pros and cons of using the same.

Pros :
  • Smooth data input environment
  • Slick design that improves its user-friendly feature
  • Convenient integration on the workflow of any sort.
Cons :
  • Lack of customization feature
  • Limited free trials
  • Lack of phone support
  • Ease of use
  • Features & functionality
  • Customer support
  • Value for money
  • Integrations
  • On-boarding
  • Overall ratings
9 User Score
User Recommendation Score

It's best for us because it offers not just CRM-specific functionality but also project management functions.

David Lee
9 months ago

We Inyouths LED Mirrors use Insightly because it is user-friendly and thorough. Insightly has become a market leader for developing enterprises. The UI is vibrant and easy to use, allowing you to construct graphs and charts that can be simply exported to impress investors and key stakeholders. Even better, it's quite simple to master — we tried it ourselves and can attest that it's a breeze! Its ability to interact with a wide range of third-party apps – including Microsoft programs, Xero, Google Apps, Quickbooks, Mailchimp, Slack, Evernote, and many others – makes it a versatile system with a broad range of applications. You can also use Insightly's sophisticated API to personalize everything.

  • Ease of use
  • Features & functionality
  • Customer support
  • Value for money
  • Integrations
  • On-boarding
  • Overall ratings
8 User Score
User Recommendation Score

Insightly for the win

posted on 4/12/19

Well crafted and always improving

Jose Garcia
posted on 6/3/19
We have used Insightly for over a year and IT IS GREAT. Super friendly and the APP is always up and ready to serve almost with all the functionality of the pc version. Great software.

Very positive feedback

David Faulkner
posted on 31/12/18

Pros: It is having a very basic system, which is all we need.

Cons: The format can be configured to an extent, but not fully customizable.

A great piece of software

posted on 27/12/18

Pros: Very integrateable with G suite which as an agency we use a lot for the drive and calendar features etc.

Cons: Not very customizable

Overall Experience: A great piece of software which gets the job done and beyond. It would be nice if it was more custom for the user.

Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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